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Invesco Variable Rate Investment Grade ETF

145 hedge funds and large institutions have $1.03B invested in Invesco Variable Rate Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 13

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

22% more capital invested

Capital invested by funds: $846M → $1.03B (+$183M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 129145 (+16)

3.97% less ownership

Funds ownership: 76.38%72.41% (-4%)

Holders
145
Holders Change
+16
Holders Change %
+12.4%
% of All Funds
1.94%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
33
Increased
66
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
101
LaSalle St. Investment Advisors
Illinois
$420K +$6.76K +269 +2%
MIH
102
Meitav Investment House
Israel
$402K -$765K -30,433 -65%
WIA
103
World Investment Advisors
California
$386K -$581K -23,133 -60%
FFA
104
Farther Finance Advisors
California
$345K -$29.9K -1,190 -8%
AFAS
105
Acorn Financial Advisory Services
Virginia
$329K -$39.9K -1,588 -11%
MMM
106
Mendel Money Management
Illinois
$324K +$7.66K +305 +2%
BCI
107
Brinker Capital Investments
Pennsylvania
$320K +$321K +12,775 New
OPS
108
Orion Portfolio Solutions
Nebraska
$320K +$321K +12,775 New
TYCC
109
Texas Yale Capital Corp
Florida
$314K -$126K -5,000 -29%
RIS
110
Richmond Investment Services
Wisconsin
$309K +$729 +29 +0.2%
HF
111
HRT Financial
New York
$307K +$308K +12,244 New
GC
112
Grimes & Company
Massachusetts
$281K +$3.52K +140 +1%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$247K
AI
114
Atria Investments
North Carolina
$246K +$246K +9,810 New
NP
115
NorthRock Partners
Minnesota
$245K +$246K +9,786 New
TRCT
116
Tower Research Capital (TRC)
New York
$235K +$72.7K +2,894 +45%
PTC
117
Private Trust Company
Ohio
$224K +$19.2K +766 +9%
William Blair & Company
118
William Blair & Company
Illinois
$223K +$101 +4 +0%
HWA
119
HHM Wealth Advisors
Tennessee
$222K -$230K -9,150 -51%
AG
120
AmeriFlex Group
Nevada
$163K +$164K +6,510 New
MPCG
121
Matrix Private Capital Group
New York
$145K
HI
122
Harbour Investments
Wisconsin
$144K -$5K -199 -3%
NS
123
NBC Securities
Alabama
$132K +$132K +5,268 +105,360%
TIM
124
Tortoise Investment Management
New York
$124K -$25.4K -1,010 -17%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$112K +$81.1K +3,227 +258%